Summary

Before you turn on the Customer Portal for customers, review a few settings. The portal has a new layout, a new booking workflow, and more shopping options.

Steps

Step 1: Review Booking Categories and Descriptions

You can customize the description pet parents see for each booking category. It shows when customers start booking and helps them understand what each category includes.

1. Go to Admin » Reservation Types & Services Configuration.
2. Select Edit Category Description.

   

3. Enter or update the description. Add clear, short details about the services in this category. Use this space for requirements, special notes, or what pet parents should expect.

   

4. Select Save. The Customer Portal updates right away.

   

Step 2: Review Services and Deposit Custom Text

You can add custom text in a few places to share important information and promote your services.

1. Go to Left-hand Navigation: Admin » Reservation and Appointment Requests.
2. Review Reservation Request Services Text. This text shows in a popup if a customer requests a reservation but does not pick any additional services. Use it to promote your services. Leave it blank if you do not want a popup.

   

3. Review Deposit Policies Custom Text. This text shows when customers pay a deposit.

   

Step 3: Review Portal Customization Settings

These settings let you turn certain pages and actions on or off in the Customer Portal. Think about which features you use and whether you want customers to see them.

1. Go to Left-hand Navigation: Admin » Portal Customization.
2. Turn each of these settings on or off:
   • Allow Membership Purchases from the Portal? If off, Gingr hides the Shop Memberships page.
   • Allow Package Purchases from the portal? If off, Gingr hides the Shop Packages page.
   • Allow Retail Purchases from the portal? If off, Gingr hides the Shop Retail page. Retail is for in-store pickup.
   • Allow Subscription Purchases from the portal? If off, Gingr hides the Shop Subscriptions page.
   • Show Rates section on the portal? If off, Gingr hides the View Rates page.
   • Show Reward Points balance on the portal? If off, Gingr hides the Reward Points page. Turn this off if you do not use Gingr Loyalty Rewards.
   • Show Webcams link on the portal? If off, Gingr hides the Live Webcams page. Turn this off if you do not use webcams with Gingr.

Related Articles

• Go Live with Customer Portal Topic Outline
• Test Customer Portal How-To
• Enable Customer Portal How-To